Capital Advisors Wealth Management, LLC Vanguard Growth ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,590 shares of VUG stock, worth $768,796. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,590
Previous 1,354 17.43%
Holding current value
$768,796
Previous $593,000 28.5%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$433.97 - $484.08 $102,416 - $114,242
236 Added 17.43%
1,590 $762,000
Q2 2025

Aug 13, 2025
SELL
$329.49 - $438.4 $1,976 - $2,630
-6 Reduced 0.44%
1,354 $593,000
Q1 2025

Apr 24, 2025
SELL
$369.1 - $427.61 $45,768 - $53,023
-124 Reduced 8.36%
1,360 $504,000
Q4 2024

Jan 14, 2025
SELL
$378.79 - $428.11 $757 - $856
-2 Reduced 0.13%
1,484 $609,000
Q3 2024

Oct 15, 2024
BUY
$341.08 - $391.94 $57,642 - $66,237
169 Added 12.83%
1,486 $570,000
Q2 2024

Jul 16, 2024
SELL
$322.46 - $377.11 $3,547 - $4,148
-11 Reduced 0.83%
1,317 $492,000
Q1 2024

Apr 12, 2024
SELL
$301.05 - $346.61 $602 - $693
-2 Reduced 0.15%
1,328 $457,000
Q4 2023

Jan 08, 2024
BUY
$261.54 - $312.16 $12,292 - $14,671
47 Added 3.66%
1,330 $413,000
Q3 2023

Oct 10, 2023
BUY
$269.56 - $293.5 $48,520 - $52,830
180 Added 16.32%
1,283 $349,000
Q2 2023

Jul 11, 2023
BUY
$243.06 - $282.96 $268,095 - $312,104
1,103 New
1,103 $312,000

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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